Dealmaking
Explore the latest industry news and advice that can help financial advisors grow their businesses through mergers and acquisitions.
How to Lead Your Firm When It's Being Acquired
By Scott DannerKeep communication open with your team — and cut yourself some slack, too.
May 01, 2024
Cetera's Avantax Inks Acquisition of $760M Wealth FirmIntegrated Tax and Wealth Management's advisors will become W-2 employees of Avantax Planning Partners.
May 01, 2024
Sanctuary Wealth Buys $12.5B RIA Platform tru IndependenceOnce combined, the firms will support some 120 independent wealth management shops with $42 billion of client assets.
April 23, 2024
Captrust Adopts CAIS Alternative Investment PlatformThe firm's advisors will be able to consolidate alternative products and processes onto a single operating system.
April 22, 2024
RIA Deals Surged to Near Record in Q1: EchelonThe 90 announced transactions represented a year-over-year increase of 20%, a new report says.
April 17, 2024
Envestnet Considers Possible Sale: ReportThe wealth management platform has received interest from potential suitors, Reuters reports.
April 05, 2024
Ameritas Adds Pontera's 401(k) Management PlatformAffiliated advisors will be able to make trades and manage retirement plan accounts using the new technology and tools.
April 04, 2024
EP Wealth Buys $1.2B California GroupThe acquisition of Wacker Wealth Partners includes 22 employees in San Luis Obispo.